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Innovator U.S. Equity Power Buffer ETF - December (PDEC) Institutional Ownership

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$37.04
+0.01 (+0.03%)
(As of 05/17/2024 ET)
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Institutional Ownership Changes (13F Filings) for Innovator U.S. Equity Power Buffer ETF - December (BATS:PDEC)

Number of
Institutional Buyers
(last 12 months)
82
Total
Institutional Inflows
(last 12 months)
$109.78M
Number of
Institutional Sellers
(last 12 months)
69
Total
Institutional Outflows
(last 12 months)
$109.94M
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PDEC Institutional Buying and Selling by Quarter

Innovator U.S. Equity Power Buffer ETF - December Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/17/2024 WealthPlan Investment Management LLC151,140$5.53M0.8%+153.2%0.690%
5/16/2024 B. Riley Wealth Advisors Inc.8,289$303K0.0%-21.4%0.038%
5/16/2024 WPWealth LLP19,109$699K0.2%-23.5%0.087%
5/14/2024 CreativeOne Wealth LLC21,377$782K0.0%-2.4%0.094%
5/14/2024 InterOcean Capital Group LLC14,450$529K0.0%-7.3%0.063%
5/10/2024 Osaic Holdings Inc.532,753$19.50M0.0%-5.0%2.339%
5/9/2024 Blair William & Co. IL378,698$13.86M0.0%-0.1%1.662%
5/9/2024 SageView Advisory Group LLC16,831$631K0.0%-60.3%0.074%
5/8/2024 Avantax Advisory Services Inc.20,911$765K0.0%-5.9%0.092%
5/7/2024 WealthPLAN Partners LLC81,693$2.99M0.3%+38.2%0.359%
5/7/2024 Pillar Wealth Advisors LLC64,116$2.35M1.8%-1.2%0.281%
5/6/2024 Gill Capital Partners LLC118,655$4.30M1.7%-1.4%0.521%
5/2/2024 Lincoln National Corp263,664$9.65M0.2%-0.8%1.157%
5/2/2024 Crown Wealth Group LLC13,130$481K0.2%-39.4%0.058%
5/1/2024 Janney Montgomery Scott LLC119,283$4.37M0.0%-6.2%0.524%
5/1/2024 Horan Capital Advisors LLC.20,636$755K0.3%-65.2%0.091%
4/30/2024 Strategic Wealth Partners Group LLC1,083,141$39.64M4.4%-5.3%4.755%
4/30/2024 Valtinson Bruner Financial Planning LLC9,475$347K0.1%-30.8%0.042%
4/29/2024Commonwealth Equity Services LLC557,662$20.41M0.0%-2.5%2.448%
4/29/2024 Benjamin F. Edwards & Company Inc.5,020$184K0.0%-24.9%0.022%
4/29/2024 Yarger Wealth Strategies LLC81,065$2.97M2.0%-7.2%0.356%
4/26/2024 BLB&B Advisors LLC8,015$293K0.0%N/A0.035%
4/25/2024 Cambridge Investment Research Advisors Inc.159,293$5.83M0.0%-4.9%0.693%
4/23/2024 Nations Financial Group Inc. IA ADV25,821$945K0.1%-19.8%0.112%
4/23/2024 Raymond James Financial Services Advisors Inc.282,601$10.34M0.0%+0.7%1.229%
4/22/2024 Outlook Wealth Advisors LLC51,818$1.90M0.6%-1.8%0.225%
4/22/2024 MBL Wealth LLC360,679$13.20M1.5%-3.1%1.568%
4/19/2024 FORVIS Wealth Advisors LLC119,397$4.37M0.1%-4.8%0.519%
4/19/2024 KFG Wealth Management LLC78,388$2.87M1.2%+1.3%0.341%
4/17/2024 Cornerstone Wealth Group LLC15,985$585K0.1%N/A0.070%
4/17/2024 CRA Financial Services LLC51,086$1.87M0.4%-5.5%0.222%
4/16/2024 Wealth Enhancement Advisory Services LLC89,732$3.28M0.0%-2.8%0.390%
4/15/2024 Brookstone Capital Management1,030,365$37.71M0.7%-20.1%4.480%
4/11/2024 City Holding Co.34,128$1.25M0.2%-6.8%0.148%
4/11/2024 RFG Advisory LLC56,901$2.08M0.1%N/A0.283%
4/10/2024 BCS Wealth Management55,000$2.01M0.6%-1.7%0.274%
3/15/2024 B. Riley Wealth Advisors Inc.10,551$370K0.0%+27.3%0.052%
3/6/2024 SageView Advisory Group LLC42,435$1.49M0.1%N/A0.211%
2/23/2024 Chicago Partners Investment Group LLC8,001$284K0.0%-24.7%0.040%
2/16/2024 PCA Investment Advisory Services Inc.6,755$237K0.2%N/A0.034%
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2/14/2024 Brown Wealth Management LLC33,748$1.19M0.5%+37.6%0.168%
2/14/2024 Visionary Wealth Advisors20,145$707K0.1%+16.1%0.100%
2/14/2024 Personal CFO Solutions LLC25,965$911K0.2%N/A0.129%
2/14/2024 Waterloo Capital L.P.13,479$473K0.1%+5.0%0.067%
2/13/2024 Stephens Inc. AR386,108$13.55M0.2%-1.6%1.921%
2/13/2024 Cetera Advisor Networks LLC120,025$4.21M0.0%+37.8%0.597%
2/12/2024 Tradition Wealth Management LLC71,686$2.51M0.3%+0.9%0.357%
2/12/2024Focus Financial Network Inc. ADV11,414$401K0.0%N/A0.057%
2/9/2024 Nations Financial Group Inc. IA ADV32,208$1.13M0.1%+79.0%0.160%
2/9/2024 Advisory Services Network LLC33,981$1.19M0.0%-7.5%0.169%
2/9/2024 SageView Advisory Group LLC42,435$1.49M0.0%N/A0.211%
2/9/2024 Cambridge Investment Research Advisors Inc.167,454$5.88M0.0%+24.3%0.833%
2/9/2024 InterOcean Capital Group LLC15,580$547K0.0%+63.5%0.078%
2/9/2024 Certified Advisory Corp9,249$325K0.0%N/A0.046%
2/9/2024 CreativeOne Wealth LLC21,903$769K0.0%N/A0.109%
2/9/2024 Coldstream Capital Management Inc.16,860$592K0.0%+3.1%0.084%
2/8/2024 BCGM Wealth Management LLC6,628$233K0.1%-51.9%0.033%
2/8/2024 Beacon Pointe Advisors LLC207,025$7.27M0.1%+42.2%1.030%
2/8/2024 Foundations Investment Advisors LLC68,083$2.42M0.1%-3.5%0.339%
2/8/2024 Janney Montgomery Scott LLC127,196$4.47M0.0%+17.6%0.633%
2/7/2024 Avantax Advisory Services Inc.22,216$780K0.0%-7.0%0.111%
2/7/2024 Principal Securities Inc.3,247$114K0.0%N/A0.016%
2/6/2024 Valtinson Bruner Financial Planning LLC13,686$480K0.2%-2.8%0.068%
2/6/2024 Lincoln National Corp265,879$9.33M0.2%+20.2%1.323%
2/6/2024 Spire Wealth Management13,360$473K0.0%+251.6%0.066%
2/6/2024 ARS Wealth Advisors Group LLC23,275$817K0.1%N/A0.116%
2/6/2024 Axxcess Wealth Management LLC7,550$265K0.0%N/A0.038%
2/6/2024 Horan Capital Advisors LLC.59,327$2.08M0.8%-1.3%0.295%
2/6/2024 Benjamin F. Edwards & Company Inc.6,680$234K0.0%+183.4%0.033%
2/6/2024 SRS Capital Advisors Inc.14,132$496K0.1%+10.0%0.070%
2/5/2024 Firestone Capital Management16,301$572K0.2%-29.1%0.081%
2/2/2024 Valmark Advisers Inc.29,257$1.03M0.0%+207.4%0.146%
2/2/2024 Truist Financial Corp285,560$10.02M0.0%+11.2%1.421%
2/2/2024 Atria Wealth Solutions Inc.51,937$1.82M0.0%+640.7%0.258%
2/1/2024 Corrado Advisors LLC51,423$1.81M1.5%-39.2%0.256%
2/1/2024 Nikulski Financial Inc.5,700$200K0.1%N/A0.028%
2/1/2024 Sigma Planning Corp60,644$2.13M0.2%-11.4%0.302%
2/1/2024 CRA Financial Services LLC54,086$1.90M0.5%-6.7%0.269%
1/31/2024 KFG Wealth Management LLC77,410$2.72M1.2%+6.8%0.385%
1/30/2024 Phoenix Wealth Advisors9,560$334K0.2%N/A0.048%
1/30/2024 DHJJ Financial Advisors Ltd.13,592$477K0.2%+22.4%0.068%
1/29/2024 Koshinski Asset Management Inc.8,666$304K0.0%N/A0.043%
1/29/2024 Compass Advisory Group LLC74,472$2.61M1.3%-53.6%0.371%
1/26/2024 Soltis Investment Advisors LLC12,380$435K0.0%-88.3%0.062%
1/25/2024 Strategic Blueprint LLC21,017$738K0.1%-12.9%0.105%
1/25/2024 Blue Bell Private Wealth Management LLC2,360$83K0.0%-17.5%0.012%
1/23/2024 Advisory Alpha LLC27,695$972K0.0%-10.3%0.138%
1/23/2024 Crown Wealth Group LLC21,682$761K0.5%-93.5%0.108%
1/23/2024 Milestone Asset Management LLC73,006$2.56M0.8%-4.4%0.363%
1/23/2024 WealthShield Partners LLC1,416$50K0.0%N/A0.007%
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1/23/2024 Clay Northam Wealth Management LLC7,050$247K0.2%+13.7%0.035%
1/23/2024 Beacon Financial Advisory LLC6,324$222K0.1%N/A0.031%
1/22/2024 Weaver Consulting Group43,466$1.53M0.6%+14.6%0.216%
1/19/2024 AdvisorNet Financial Inc19,998$702K0.1%+458.3%0.099%
1/19/2024 Wagner Wealth Management LLC1,980$69K0.0%N/A0.010%
1/19/2024 Patriot Financial Group Insurance Agency LLC24,487$859K0.2%+77.6%0.122%
1/18/2024 MBL Wealth LLC372,159$13.06M1.6%+0.8%1.852%
1/18/2024 Yarger Wealth Strategies LLC87,354$3.07M2.5%+15.6%0.435%
1/17/2024 Pinnacle Wealth Management Group Inc.33,570$1.18M1.0%+33.9%0.167%
1/17/2024 Keystone Wealth Services LLC26,505$930K0.3%+17.7%0.132%
(Data available from 1/1/2016 forward)

PDEC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PDEC shares?

During the previous two years, 154 institutional investors and hedge funds held shares of Innovator U.S. Equity Power Buffer ETF - December. The most heavily invested institutionals were Strategic Wealth Partners Group LLC ($39.64M), Brookstone Capital Management ($37.71M), Penserra Capital Management LLC ($22.17M), Commonwealth Equity Services LLC ($20.41M), Osaic Holdings Inc. ($19.50M), HighTower Advisors LLC ($18.70M), and Advisor Group Holdings Inc. ($14.21M).Learn more on PDEC's institutional investors.

Which institutional investors have been buying Innovator U.S. Equity Power Buffer ETF - December stock?

Of the 144 institutional investors that purchased Innovator U.S. Equity Power Buffer ETF - December stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Brookstone Capital Management ($1.71M), Strategic Wealth Partners Group LLC ($1.15M), Gradient Investments LLC ($848.13K), Global Strategic Investment Solutions LLC ($652.68K), Compass Advisory Group LLC ($541.14K), HighTower Advisors LLC ($499.39K), and Stephens Inc. AR ($471.82K).

How much institutional buying is happening at Innovator U.S. Equity Power Buffer ETF - December?

Institutional investors have bought a total of 12,625,921 shares in the last 24 months. This purchase volume represents approximately $396.75M in transactions.

Which Innovator U.S. Equity Power Buffer ETF - December major shareholders have been selling company stock?

Of the 78 institutional investors that sold Innovator U.S. Equity Power Buffer ETF - December stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Gradient Investments LLC ($845.60K), Brookstone Capital Management ($683.15K), Compass Advisory Group LLC ($514.66K), Crown Wealth Group LLC ($319.90K), Commonwealth Equity Services LLC ($217.77K), Janney Montgomery Scott LLC ($205.17K), and Global Strategic Investment Solutions LLC ($198.03K).

How much institutional selling is happening at Innovator U.S. Equity Power Buffer ETF - December?

Institutional investors have sold a total of 4,460,006 shares in the last 24 months. This volume of shares sold represents approximately $147.53M in transactions.


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This page (BATS:PDEC) was last updated on 5/19/2024 by MarketBeat.com Staff

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